Purchases and Sales Made in Q1 2024 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR CORE AGGRESSIVE ALL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
171KNew |
$11.6M - $12.6M
|
171K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124KNew |
$8.38M - $9.1M
|
124K
$9.63M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
99.9K+ 432.82% |
$6.77M - $7.34M
|
123K
$9.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
72KNew |
$4.88M - $5.29M
|
72K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
53.5K+ 67.14% |
$3.62M - $3.93M
|
133K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
44.6K+ 14.75% |
$3.02M - $3.28M
|
347K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
43.8KNew |
$2.97M - $3.22M
|
43.8K
$3.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.9K+ 315.84% |
$2.91M - $3.15M
|
56.5K
$4.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
38.1KNew |
$2.58M - $2.8M
|
38.1K
$2.96M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
33.1K+ 1.53% |
$2.24M - $2.43M
|
2.19M
$171M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.2K+ 86.81% |
$1.78M - $1.93M
|
56.5K
$4.39M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.1K+ 303.55% |
$1.7M - $1.85M
|
33.4K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.3KNew |
$1.58M - $1.71M
|
23.3K
$1.81M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21KNew |
$1.42M - $1.54M
|
21K
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.8K+ 100.09% |
$1.41M - $1.53M
|
41.5K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2K+ 11.91% |
$961K - $1.04M
|
133K
$10.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
11.2KNew |
$757K - $821K
|
11.2K
$869K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.94K+ 19.44% |
$674K - $731K
|
61.1K
$4.75M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.45K+ 65.75% |
$640K - $694K
|
23.8K
$1.85M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.99KNew |
$609K - $661K
|
8.99K
$699K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.39K+ 5.99% |
$569K - $617K
|
149K
$11.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6.46K+ 11.33% |
$438K - $475K
|
63.5K
$4.94M
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.63KNew |
$381K - $414K
|
5.63K
$438K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.4K+ 54.09% |
$366K - $397K
|
15.4K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$288K - $312K
|
4.25K
$331K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.2K+ 25.29% |
$285K - $309K
|
20.8K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.1KNew |
$278K - $301K
|
4.1K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.89KNew |
$263K - $286K
|
3.89K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.69KNew |
$250K - $271K
|
3.69K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.54K+ 405.73% |
$240K - $260K
|
4.42K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.51KNew |
$237K - $258K
|
3.51K
$273K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
3.4KNew |
$230K - $250K
|
3.4K
$264K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.39K+ 16.31% |
$230K - $249K
|
24.2K
$1.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.38K+ 5.02% |
$229K - $248K
|
70.6K
$5.49M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.36KNew |
$228K - $247K
|
3.36K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.12KNew |
$211K - $229K
|
3.12K
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.08KNew |
$208K - $226K
|
3.08K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
3.02KNew |
$205K - $222K
|
3.02K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.96K+ 20.55% |
$200K - $217K
|
17.3K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.94KNew |
$199K - $216K
|
2.94K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.94KNew |
$199K - $216K
|
2.94K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$197K - $214K
|
2.91K
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
2.91KNew |
$197K - $214K
|
2.91K
$226K
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.86KNew |
$194K - $211K
|
2.86K
$223K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.82K+ 5.05% |
$191K - $207K
|
58.7K
$4.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.79KNew |
$189K - $205K
|
2.79K
$217K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.7KNew |
$183K - $199K
|
2.7K
$210K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.51K+ 12.73% |
$170K - $185K
|
22.3K
$1.73M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.24K+ 12.26% |
$152K - $165K
|
20.5K
$1.6M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.96K+ 63.21% |
$133K - $144K
|
5.07K
$395K
|